Did The FIIs Run Out Our DIIs?
A week is a long time in the stock market. A lot can actually happen. And a lot will happen…
When Nothing Looks Safe
A spectacular debut for Jio platforms marked an otherwise tough week for markets. Just when everyone worried about what would…
Welcome to a Buyer’s Market
The sharp fall across equities, gold and silver has created an unusual situation. All asset classes with the exception of…
No Lessons Learnt Here!
“Value investing is dead. Largecaps will never make money. Blue-chips are no longer good buys.” Statements like these are increasingly…
The Fast-Improving Risk-Reward
The results season has begun. The market is approaching this season with fear, low expectations and very little to cheer.…
Conviction Will Make All The Difference
The whole of September was a free fall. There was no respite, and hardly any strength showed up anywhere in…
What You Pay Matters
When you overpay, there is zero margin for error. The problem with investing without any margin for error is the…
Will Artificial Research Really Last?
When everyone buys the same set of stocks, a very interesting trend is likely. These stocks show superior performance that…
Why Defensive Investing Can Deliver Now!
Conviction will always remain the biggest portfolio driver, especially in the toughest of times. In past cycles, the market repeatedly…
Why Thinking Top-down Matters Now?
Is the market showing enough conviction in equity right now? A cursory look at flows will indicate strong domestic conviction…
Time to Invert
Will the market hold at current levels? Should we deploy money now or should we wait? Is it too late…
Where Will The Money Go Now?
The return of the FIIs seems to have just begun. After relentlessly selling Indian equities through the entire year in…
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